danielrosehill/Claude-Budgeting-Plugin
Agent
Use when the user needs to create or modify a household budget — monthly, annual, or custom scenarios. Analyses historical spending, factors in active financial goals, and produces a balanced, realistic budget written to budgets/.
danielrosehill/Claude-Budgeting-Plugin
Agent
Use when the user wants to analyse spending patterns, identify trends, find savings opportunities, or investigate budget variances. Performs deep-dive analysis of transaction data and writes insights to outputs/analyses/.
danielrosehill/Claude-Budgeting-Plugin
Agent
Use for strategic financial guidance, scenario planning, and complex household financial decisions that go beyond simple budgeting (debt payoff vs invest, large purchases, life events).
danielrosehill/Claude-Budgeting-Plugin
Agent
Use when the user wants to create, track, or review financial goals — savings targets, debt-payoff plans, long-term objectives. Manages files in financial-goals/.
danielrosehill/Claude-Budgeting-Plugin
Agent
Use when the user wants a comprehensive financial report — monthly summary, quarterly review, or annual financial statement. Pulls from budgets, transactions, and goals.
danielrosehill/Claude-Budgeting-Plugin
Agent
Use when the user needs to import, categorise, or process transaction data from bank or credit-card exports. Reads transactions/import/ and writes clean records to transactions/processed/.